Upgrading Shop Floor Insight Quality Inspections to use Quality Inspector

Upgrading Shop Floor Insight Quality Inspections to use Quality Inspector

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Overview

Shop Floor Insight 7.12 gives you the ability to use the Quality Inspector application. Quality Inspector is based on the legacy Shop Floor Insight Quality Inspections and is a separate extension you can use without Shop Floor Insight, and it improves overall functionality; Shop Floor Insight 7.12 is dependent on Quality Inspector for this functionality.

Site installs with an earlier version of Shop Floor Insight have the option to use either the legacy Shop Floor Insight Quality Inspections on the Shop Floor, or to use Quality Inspector, and several options and approaches to migrate and synchronize data.

The Shop Floor Service is the windows service that serves HTML/JS to the scanning stations.

Scenarios

If you are a new install of Shop Floor Insight 7.12 or newer and using quality inspections for the first time, your only option is Quality Inspector.

If you are using a 7.12 or newer version of the Shop Floor service, this is the only supported option.

If you are an existing install of Shop Floor Insight 7.11 or older and upgrading to Shop Floor Insight 7.12, you have the following upgrade and migration options:

  • Keep using the Shop Floor Quality Inspections on the Shop Floor without updating the Shop Floor Service.
  • Use  Quality Inspector on the Shop Floor without updating the HTML/JS.
  • Use Quality Inspector and migrate the data.
  • Use the Shop Floor Quality Inspections on the shop floor but use Quality Inspector in Business Central and synchronize some data.
  • Use both; you could use the older legacy Shop Floor Quality Inspections for shop floor collected data and use Quality Inspector for different additional use cases.

Decision helpers

When to use Quality Inspector on the Shop Floor:

  • If you are a new install of Shop Floor Insight 7.12 or later, you must use Quality Inspector.
  • If you do not have any customizations to Quality Inspections in Shop Floor Insight or have not previously used Quality Inspections.
  • If you are fine with having a break in the data, use the Shop Floor Quality Inspection tables for older tests, and use Quality Inspector tables for the new tests. (For this, configure Quality Inspector, migrate the templates if needed, and use Quality Inspector for new tests.)
  • If you are using the embedded quality inspections in the output screen.

When to keep using Shop Floor Quality Inspections on the Shop Floor without updating the Shop Floor Service:

  • If you are an existing install of Shop Floor Insight 7.11 or older and have many customizations (in the HTML/JS layer or in the Shop Floor Quality Inspections feature) and do not need the features or capabilities in the Quality Inspector.
  • If you do not want to change systems yet but might in the future.

When to use Quality Inspector on the Shop Floor without updating the Shop Floor Service

  • If you have many customizations in the HTML/JS of the Shop Floor HTML/JS layer or if you do not want to retrain your Shop Floor Employees.
  • You can optionally migrate data from Shop Floor Insight to Quality Inspector or keep your previous quality inspections in the old system and use Quality Inspector for new tests.
  • You are only using the Quality Inspection panel and the Quality Inspection button (to create a quality inspection test) and are not using the embedded quality inspection on the output screen.
  • Consider the functionality differences in the user interface on the Shop Floor between 7.11 and 7.12 when using Quality Inspector:
    • The newer system adds the ability to Finish, Reopen, and Create Retest from the shop floor.
    • The newer system supports an ability to use generation rules on the Shop Floor Client Configuration card instead of a specific named template.

Concept Terminology Changes

Quality Inspector is based on the legacy Quality Inspections feature in Shop Floor Insight. The names of familiar concepts have been altered. See the table below for these changes:

Old Shop Floor Quality Inspections Term New Quality Inspector Term Concept
Shop Floor Quality Inspection Test Quality Inspection Test The quality inspection test document. An instance of a template containing test details that quality inspectors record their data in.
Shop Floor Quality Inspection Definition Quality Inspection Template A template to define what fields, measurements, and other data to be included.
Shop Floor Custom Field Definition Quality Inspector Field Details about the measurement that is collected.

A field can be re-used in multiple templates.

Shop Floor Quality Inspection Assignments Quality Inspection Test Generation Rule How the system helps determine which template to use for which records in which circumstances.
Shop Floor Key Field Mapping (as well as hard coded use cases, there is usually custom code associated with this feature in legacy Shop Floor Insight Quality Inspections) and also Shop Floor Trigger Definition (as well as hard coded use cases, there is usually custom code associated with this feature in legacy Shop Floor Insight Quality Inspections) Quality Inspector Source Configuration How to apply source details to a test, such as the source document no, item no..

Use Quality Inspector in Shop Floor Insight

This section assumes that:

  • your Shop Floor Insight application is 7.12 or newer.
  • your Quality Inspector application is 7.15 or newer and configured.
  • you have decided to use Quality Inspector on the shop floor.
  • your Shop Floor Insight service is 7.12 or newer.

Steps:

  1. Ensure Quality Inspector is set up.
  2. Migrate data or migrate templates if needed.
  3. Navigate to Quality Inspector Setup.
  4. Locate the Shop Floor Insight section.
  5. Locate the setting with a similar name to “Which Quality Inspection Do You Want To Use On The Shop Floor”.
  6. Set to “Use the Quality Inspector on the Shop Floor” (caption may differ depending on upgrades or in different regions).
  7. Read the following messages:
    • The web service TCMCustomFieldMgmt has been altered to use Codeunit 23044100 “SFI WS – Quality Inspector”.
      The web service SFIQualityInspection has been enabled.
      Upgrade the Shop Floor scanning interface service if this has not already been done.
      Restart the Shop Floor Insight windows service(s) associated with this environment.
    • You need to refresh your browser, or logout and log back in to see the changes.
  1. Refresh your browser with Business Central, or log out and log back in.
  2. Restart the Shop Floor Insight windows service.
  3. Adjust the following settings each Shop Floor Client Configuration card (if you previously used embedded Quality Inspections on the Output screen in Shop Floor):
    1. Navigate to each Shop Floor Client Configuration card that is using embedded quality inspections on output.
    2. Navigate to the Production Order group.
    3. Locate the Quality Inspector group.
    4. Set Output QI Behavior to one of the following:
      • Specific Template: Define “Output QI Template”. This is the behavior similar to the Shop Floor Insight embedded quality inspections.
      • Use Rules: You can leave “Output QI Template” blank.

Use legacy Shop Floor Insight Quality Inspections with the 7.11 Shop Floor Insight service, and a Shop Floor Insight 7.12 or newer Business Central extension

This section assumes that:

  • your Shop Floor Insight application is 7.12 or newer.
  • your Quality Inspector application is 7.15 or newer.
  • your Shop Floor Service is 7.11.
  • you have decided to keep the 7.11 service and use Shop Floor Insight 7.11 Quality Inspections.

Steps:

  1. Navigate to Quality Inspector Setup.
  2. Locate the Shop Floor Insight section.
  3. Locate the setting with a similar name to “Which Quality Inspection Do You Want To Use On The Shop Floor”.
  4. Set to “Use Legacy Quality Inspections from Shop Floor Insight (caption may differ depending on upgrades or in different regions).
  5. Read the following message:
    • The web service TCMCustomFieldMgmt has been altered to use Codeunit 23044161 “SFI WS – Quality Insp. Mgmt.”
      Restart the Shop Floor Insight windows service(s) associated with this environment.
  1. Read the following message (wording may differ) and select the necessary response:
    • Do you want to hide the new Quality Inspector pages in Business Central?
      The app will remain installed, but the application area will be disabled.
      Choose Yes to hide the new Quality Inspector pages.

      • Yes if you do not intend on using Quality Inspector in Business Central and will only be using the legacy Shop Floor Insight quality inspections.
      • No if you want to see Quality Inspector in Business Central.
  1. Refresh your browser with Business Central, or log out and log back in, when prompted with “You need to refresh your browser, or logout and log back in to see the changes.”
  2. Restart the Shop Floor Insight windows service.

Use Quality Inspector with the 7.11 Shop Floor Insight service and a Shop Floor Insight 7.12 or newer Business Central extension

This section assumes that:

  • your Shop Floor Insight application is 7.12 or newer.
  • your Quality Inspector application is 7.15 or newer and configured.
  • you have decided to keep the 7.11 service and use Quality Inspector for quality inspections.
  • your Shop Floor Service is 7.11 and cannot be upgraded yet.
  • you are not using embedded quality inspections on the output screen, and you are only using the Quality Inspections button to create ad-hoc quality inspections on the Shop Floor.

Steps:

  1. Navigate to Quality Inspector Setup.
  2. Locate the Shop Floor Insight section.
  3. Locate the setting with a similar name to “Which Quality Inspection Do You Want To Use On The Shop Floor”.
  4. Set to “Use the Quality Inspector on the Shop Floor” (caption may differ depending on upgrades or in different regions).
  5. Read the following messages:
    • The web service TCMCustomFieldMgmt has been altered to use Codeunit 23044100 “SFI WS – Quality Inspector”.
      The web service SFIQualityInspection has been enabled.
      Upgrade the Shop Floor scanning interface service if this has not already been done.
      Restart the Shop Floor Insight windows service(s) associated with this environment.
    • You need to refresh your browser, or logout and log back in to see the changes.
  6.  Refresh your browser with Business Central, or log out and log back in.
  7. Restart the Shop Floor Insight windows service.

Migration and synchronization tool

If you are upgrading from Shop Floor Insight quality inspections to Quality Inspector, you can use one of the following methods:

  • Keep old quality inspection data in Shop Floor Insight quality inspections and create new quality inspections with Quality Inspector.
  • Choose to migrate data manually from Shop Floor Insight to Quality Inspector.
  • Choose to synchronize tests made from legacy Shop Floor Quality Inspections to new Quality Inspector tests.

Considerations when migrating data:

  • Quality Inspector-based quality inspection tests have a document header number; legacy Shop Floor Insight quality inspections do not and instead have the primary key on the legacy system on the source details. When migrating data, consider the number series you want to use for migrating data.
  • Do you need to migrate the data at all? You can choose to keep the old data in the old tables and reference them as needed.

We have made a Per-Tenant-Extension (PTE) to help with data migration, and/or synchronization, depending on the approach you take. As a PTE, this tool makes it easier for consultants and resellers to adjust the migration tool to migrate their custom data as needed. Source code for this PTE is available upon request. Objects may need to be renumbered to work in the allowed object licence range of your environment.

Identification details of the Quality Inspection Migration Per-Tenant-Extension:

  •  id: 8090e67d-1b1f-4722-b98d-1a7fc9c136b9
  •  name: QualityInspector-MigrationTool

What the migration tool can do:

  • Migrate templates and fields from Shop Floor Insight to Quality Inspector.
  • Migrate tests from Shop Floor Insight to Quality Inspector.
  • Automatically synchronize tests created in Shop Floor legacy Quality Inspections to Quality Inspector tests and some basic bi-directional synchronization of test values.

What the migration tool can not do:

  • Migrate key field mappings to source configurations (unnecessary in most circumstances for most installs).
  • Migrate trigger definitions to test generation rules; if you are migrating templates or tests, you must do this manually.
  • Modify your Shop Floor Client Configuration cards if you are using embedded quality inspections on output.

Migration tool features:

  • Provides a report to migrate only the templates and fields:
    • Use this if you want to keep the old test data in the old tables and only want to migrate the templates and fields themselves.
    • Report 50301 “IWQIM-SFIQIToIWXQI-Template” with a caption of “Migrate Shop Floor Quality Inspection Definitions to Quality Inspector Templates”.
    • You must manually migrate any trigger definitions to test generation rules.
    • If your previous system had customizations to create tests on custom tables, you must manually configure source configurations on those custom tables.
  • Provides a report to migrate tests:
    • Use this to migrate tests, templates, and fields that are used from Shop Floor Insight to Quality Inspector tests.
    • Report 50300 “IWQIM-SFIQIToIWXQI-Test” with a caption of “Migrate Shop Floor Quality Inspection Tests to Quality Inspector Tests”.
    • If a template has not yet been migrated, the related template is migrated.
  • Provides an optional synchronization option from Shop Floor quality tests to Quality Inspector tests:
    • Use this if you need a temporary solution to run both systems in parallel for a period (e.g., If you want to start using Quality Inspector for tests but have customizations in your Shop Floor quality inspection feature and want to use both).
    • The synchronization feature does not send external events and integration events (e.g., A Quality Inspector test created as the result of a Shop Floor synchronization does not send an event to Power Automate nor Business Central workflows).

Migrate only templates and fields

Prerequisites:

  • Shop Floor Insight 7.12 or newer installed and configured.
  • Quality Inspector 7.12 or newer installed and configured.
  • The migration Per-Tenant-Extension (PTE) installed.

Steps:

  1. Navigate to Migrate Shop Floor Quality Inspection Definitions to Quality Inspector Templates in Business Central.
  2. Set any filters to restrict which templates you want to migrate if needed (unnecessary if migrating all templates).
  3. Select OK to run the report.

You now have Quality Inspection Templates that match your Shop Floor Quality Inspection Definitions.

Migrate tests and their templates and fields

Prerequisites:

  • Shop Floor Insight 7.12 or newer installed and configured.
  • Quality Inspector 7.12 or newer installed and configured.
  • The migration Per-Tenant-Extension (PTE) installed.

Steps:

  1. Navigate to Migrate Shop Floor Quality Inspection Tests to Quality Inspector Tests in Business Central.
  2. Set any filters to restrict which tests you want to migrate if needed (unnecessary if migrating all tests).
  3. Select OK to run the report.

You should now have Quality Inspection Tests to match your Shop Floor Quality Inspection Tests.

Synchronize Shop Floor Tests to Quality Inspector

Prerequisites:

  • Business Central Shop Floor Insight 7.12 or newer installed and configured.
  • Using a 7.11 version of the Shop Floor Insight service.
  • Quality Inspector 7.12 or newer installed and configured.
  • The migration Per-Tenant-Extension (PTE) installed.
  • Have completed the Use legacy Shop Floor Insight Quality Inspections with the 7.11 Shop Floor Insight service, and a Shop Floor Insight 7.12 or newer Business Central extension section.

Steps:

  1. Navigate to Quality Inspector Setup in Business Central.
  2. Locate the Migration Tool group / Migration Mode setting.
  3. Switch to one of the following:
    1. Shop Floor Insight to Quality Inspector: This is a one-way only synchronization; changes in a Shop Floor Insight test are synchronized to an equivalent Quality Inspection Test, but changes in that Quality Inspection Test are not synchronized back to Shop Floor Insight Quality Inspection test.
    2. Partial Bi-Direction: This fully synchronizes from Shop Floor Insight to Quality Inspector; updates to Test Values, Grades, and Test status made in Quality Inspector will also synchronize back to Shop Floor Insight. A test created in Quality Inspector does not synchronize back to Shop Floor Insight.
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